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IF Statements to JOIN or Concatenate cell values from 1 sheet into another
Hi, Needing some help to figure out the best way of setting up some automation.... I have a worksheet "Automated Assistant - Calling Mode". I have a bunch of workflows created to select certain items (tasks) in a multi select column "Next Action" column... See screen shot "Calling Mode sheet to show results." So right now,…
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Can I copy individual fields (within a column) to another sheet in particular order (Workflow)
Dear all, Can I copy individual fields (within a column) to another sheet in particular order triggered as Workflow process? I have a main sheet that is used to capture activities and statusses. Based on a specific status a part of the information (in specific order) will need to be copied to a new sheet to make it ready…
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Workflow E-mail Notifications
Hello! I am working on a workflow automation but i am not receiving the Request Approval e-mail notification as expected. I put my email as the Director for testing purposes and selected All Fields in Advanced Options, plus to include the options Approved, Rejected buttons. Please see below the steps I did. To me it should…
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Notification when a specific task changes
Hi. I would like to configure workflows or notifications so that if something changes (say a conversation) in a particular task, then the people who are listed in the notification column will get an email notification. We are going to assign tasks to team members, so not everyone will want a notification when every task…
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Include child rows in approval request
Hi all, I'm hoping that you can help me find an easy solution to an issue I'm facing. I publish two monthly newsletters (External and Internal editions in the screenshot below) and the first step of my prep work is to have my manager approve my proposed lineup for each edition. I'd like to send an approval request or…
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Moving from JIRA server to Cloud with an existing smartsheet integration
We currently have an integration with JIRA server and Smartsheets for a datasheet. Is there a way to migrate from JIRA server to cloud without impacting any data? Will smartsheet maintain the links to JIRA cloud after the migration.
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How to track columns that trigger work flows
Hi Just wondering if anyone has come up with a smart way to track columns that trigger workflows. Example: When a person gets an alert I like to see in the email which column it came from.
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Approval Workflow to Multiple Persons
I have an approval workflow that goes to multiple people. At present, it seems if any one of them approves a View Request, the request is Approved. Is there an easy way to require all those who receive the approval request approve it before marking the request "Approved"? I know I can breakout the approval persons into…
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Help with workflow
Hi, I've created a workflow from the "Alert someone when specified criteria are met" template. The trigger is based on a selection from a dropdown list that will send an approval request to certain managers. The issue I'm having is that there are over 30 different selection options in the list. Do I need to create 30…
